Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,915 | $178,174+63.3% | $156,181+86.3% | $137,256+112.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 27.13% | 84.19%-57.1pp | 64.87%-37.7pp | 220.34%-193.2pp |
| Employer contribution / active EE | $10,704 | $4,972+115.3% | $4,294+149.3% | $4,156+157.6% |
| Participant deferral / active EE | $12,878 | $6,888+87.0% | $6,132+110.0% | $6,407+101.0% |
| Admin fee / account holder | $61,522 | $17,404+253.5% | $14,586+321.8% | $12,270+401.4% |